Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $215,361-72.4% | $171,082-65.2% | $273,972-78.3% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 7.45% | 25.14%-17.7pp | 32.56%-25.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,577 | $4,967-68.2% | $4,002-60.6% | $4,869-67.6% |
| Participant deferral / active EE | $6,336 | $5,543+14.3% | $4,797+32.1% | $5,287+19.8% |
| Admin fee / account holder | $362 | $10,846-96.7% | $8,520-95.8% | $10,133-96.4% |